401(k) · DOL Form 5500 · 2023

Livengrin Foundation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
150
Participants Small participant base
33rd
Percentile by assets National rank
$16,044
Avg per participant Low balance/head
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Official DOL plan name: Livengrin Employee Retirement Plan · Sponsored by Livengrin Foundation · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 150 participants

Livengrin Foundation's Livengrin Employee Retirement Plan reported $2M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,713 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Livengrin Employee Retirement Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,713
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

Livengrin Employee Retirement Plan among the smaller filed plans by assets

Livengrin Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,406,588 33rd percentile higher than 33% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Livengrin Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Livengrin Employee Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Livengrin Employee Retirement Plan reported net income rose from -$530K in the plan year 2022 filing to $339K in the plan year 2023 filing.
  • Livengrin Employee Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Livengrin Employee Retirement Plan reported participants fell from 162 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231668916 · Livengrin Foundation PY 2023 · 401(k)

Livengrin Employee Retirement Plan · $2M · 150 · 33rd

  • BOOK $2M
  • VS-ST 150
  • BOY 33rd
  • SCH 401(k)
  • EBSA near Recreation Centers of Sun City Employees 401(k) Plan
  • PART ind #5713

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Livengrin Employee Retirement Plan in the asset neighbourhood

Livengrin Employee Retirement PlanLivengrin Employee Retiremen…$2MRecreation Centers of Sun City Employees 401(k) PlanRecreation Centers of Sun Ci…$2MManagement Recruiters of Massachusetts 401(k) Savings & Profit Sharing PlanManagement Recruiters of Mas…$2MLouis Poulsen USA, Inc. 401(k) PlanLouis Poulsen USA, Inc. 401(…$2MStone Oak Family Doctors, P.a. - Retirement PlanStone Oak Family Doctors, P.…$2M
End-of-year total assets ($M) among Livengrin Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$339K
Employer EIN231668916
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Livengrin Foundation)

Sponsor-wide plan assets over time

All Livengrin Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.987581545689288% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.07M $2.73M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 150 $2M
2024 1 138 $3M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Livengrin Employee Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Livengrin Employee Retirement Plan, Total assets ($B): 0.002406588 · Participants: 150Livengrin Employee Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Livengrin Employee Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Livengrin Employee Retirement Plan side-by-side with 3 peers →

Livengrin Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Recreation Centers of Sun City Employees 401(k) Plan in AZ ($2M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Livengrin Employee Retirement Plan assets move in 2023? ▼
Livengrin Employee Retirement Plan grew sharply - up 16.4% during 2023, from $2M to $2M. Reported net income was $339K.
How have Livengrin Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Livengrin Foundation's sponsor-wide assets grew 32.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Livengrin Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Recreation Centers of Sun City Employees 401(k) Plan in AZ ($2M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Livengrin Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231668916.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.